News on wafer

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang, with electricity grid operated by the Xinjiang Production and Construction Corps (XPCC), a promoter of forced labor

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The western solar industry will likely be able to cut its ties to forced labor at polysilicon and wafer producers in Xinjiang. But establishing an alternative, complete supply chain is a monumental task.

Fluidized bed reactor (FBR) polysilicon plant of TianREC, the Chinese joint venture of REC Silicon, in Yulin, Shaanxi province, China

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Low utilization rates and continuing losses of its granular polysilicon joint venture TianREC in Yulin in the Chinese province of Shaanxi have led REC Silicon to write down its investment to zero.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

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OCI’s Malaysian polysilicon subsidiary has signed a three-year supply contract with Longi, the world’s largest solar wafer maker. The volume of 77,700 tons will fill OCI’s production capacity for the most part.

Polysilicon supply contracts of Longi Green Energy Technology and Zhonghuan Semiconductor

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Longi Green Energy Technology and Zhonghuan Semiconductor, the world’s two largest makers of monocrystalline solar wafers, have closed major supply contracts with GCL’s polysilicon subsidiary Jiangsu Zhongneng.

REC Silicon’s silane and fluidized bed reactor polysilicon plant in Moses Lake, Washington with vehicle at night

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REC Silicon has announced partnerships with two future customers of its mothballed silane and polysilicon production facilities in Moses Lake, Washington, with restart planned in 2022.

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang region, China

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JA Solar, the world’s second-largest solar panel producer, has secured the supply of 97,200 tons of polysilicon from Xinjiang-based manufacturer Xinte Energy for a period of more than five years.

Factory entrance of Wuxi Shangji Automation and polysilicon sales contract s of Daqo New Energy

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Daqo New Energy, one of the Big Five in China’s polysilicon industry, has signed a supply contract with Wuxi Shangji Automation, an ambitious newcomer in the production of monocrystalline solar wafers.

Tongwei’s annual polysilicon production capacities from 2016 through 2021

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China-based polysilicon and solar cell manufacturer Tongwei will increase its production capacity from 80,000 to 155,000 tons by late 2021, thus becoming the world market leader.

Shares of top three players, Longi, Zhonghuan Semiconductor and JinkoSolar, in global mono wafer capacity in 2019; shares of monocrystalline and multicrystalline modules in JinkoSolar’s shipments in 2018, 2019 and 2020

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Marking the rapid demise of multicrystalline technology, the world’s largest module supplier, JinkoSolar, expects monocrystalline modules to make up nearly 100% of its shipments in 2020.

Polysilicon sales contracts of Daqo

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Daqo, China’s third-largest polysilicon manufacturer has signed a new two-year sales contract with JinkoSolar, the world’s largest solar module supplier, for the delivery of up to 36,000 tons of polysilicon in 2020 and 2021.